Services
Bookkeeping
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Maintain accurate transaction records for clear financial insights and stress-free tax preparation. We deliver monthly financial reporting— standard statements like P&L and Balance Sheet, plus custom reports tailored to your business needs.
Receivables & Payables
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We’ll help you stay on top of the money going out and the money coming in. From paying vendors on time to sending and tracking customer invoices, we keep your payables and receivables organized and stress-free.
Payroll Administration
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Simplify payroll with full-service processing through trusted providers like Gusto. We handle setup, ensure employees are paid on time, and keep tax filings accurate and compliant—so you can focus on running your business.
Cashflow Monitoring
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Stay on top of your cash flow with active monitoring of account balances and upcoming transactions. Track recurring expenses, forecast deposits and withdrawals, and ensure accounts remain properly funded. In business, surprises should be rare—especially when it comes to your finances.
Profit-First Structure
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If you’re ready for a full rework of your financial operations, we can implement the Profit First method using Relay Financial’s banking tools—an industry-leading structure for small business cash management. Profit First flips the traditional model by allocating income into separate accounts for profit, taxes, owner’s pay, and expenses. This ensures you’re always setting aside profit first, while keeping spending disciplined and transparent.